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Owner 

& Key

Person

Providing financial security for business owners, executives, professionals or key employees is critical to the long-term growth of your organization for two reasons:

  • compensation packages need to be competitive so you can attract and retain key people

  • someone may suddenly be diagnosed with an illness that affects their livelihood
     

It’s important to have proper insurance planning and investment planning in place. Such as: 
 

  • Business Succession Planning 

  • Corporate Buy-Sell Funding 

  • Key Person Protection 

  • Business Overhead Protection